ACM
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Advance Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Advance Capital Management’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$619K Hold
16,115
– – 0.02% 95
2025
Q4 		$648K Buy
16,115
+2,906
+22% +$116K 0.03% 93
2025
Q3 		$522K Buy
13,209
+5,779
+78% +$222K 0.02% 102
2025
Q2 		$274K Sell
7,430
-775
-9% -$26.4K 0.01% 136
2025
Q1 		$274K Hold
8,205
– – 0.01% 126
2024
Q4 		$287K Buy
8,205
+29
+0.4% +$1.02K 0.01% 120
2024
Q3 		$280K Buy
8,176
+13
+0.2% +$429 0.01% 121
2024
Q2 		$263K Buy
8,163
+800
+11% +$25K 0.01% 128
2024
Q1 		$229K Buy
+7,363
New +$218K 0.02% 133

Other funds holding CGUS

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Raymond James Financial
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Jones Financial Companies
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return